Security National Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Security National Bank’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Hold	1,562	–	–	0.03%	145
2026 Q1	$231K	Sell	1,562 -68	-4%	-$10.2K	0.03%	138
2025 Q4	$234K	Sell	1,630 -1,941	-54%	-$276K	0.03%	138
2025 Q3	$503K	Hold	3,571	–	–	0.08%	90
2025 Q2	$476K	Hold	3,571	–	–	0.08%	86
2025 Q1	$461K	Sell	3,571 -224	-6%	-$29.3K	0.09%	86
2024 Q4	$484K	Sell	3,795 -108	-3%	-$14.1K	0.07%	80
2024 Q3	$500K	Hold	3,903	–	–	0.07%	84
2024 Q2	$463K	Sell	3,903 -221	-5%	-$26.2K	0.07%	84
2024 Q1	$499K	Buy	4,124 +1,797	+77%	+$206K	0.08%	81
2023 Q4	$260K	Hold	2,327	–	–	0.06%	102
2023 Q3	$242K	Hold	2,327	–	–	0.07%	95
2023 Q2	$247K	Hold	2,327	–	–	0.06%	95
2023 Q1	$245K	Hold	2,327	–	–	0.07%	90
2022 Q4	$252K	Hold	2,327	–	–	0.07%	90
2022 Q3	$221K	Hold	2,327	–	–	0.06%	93
2022 Q2	$237K	Hold	2,327	–	–	0.07%	89
2022 Q1	$261K	Hold	2,327	–	–	0.06%	92
2021 Q4	$261K	Hold	2,327	–	–	0.06%	92
2021 Q3	$240K	Hold	2,327	–	–	0.06%	92
2021 Q2	$244K	Hold	2,327	–	–	0.06%	89
2021 Q1	$235K	Hold	2,327	–	–	0.07%	88
2020 Q4	$213K	Sell	2,327 -1,252	-35%	-$109K	0.07%	69
2020 Q3	$290K	Hold	3,579	–	–	0.1%	62
2020 Q2	$282K	Hold	3,579	–	–	0.12%	60
2020 Q1	$253K	Hold	3,579	–	–	0.13%	62
2019 Q4	$335K	Hold	3,579	–	–	0.15%	64
2019 Q3	$318K	Hold	3,579	–	–	0.15%	64
2019 Q2	$313K	Hold	3,579	–	–	0.15%	63
2019 Q1	$307K	Sell	3,579 -8,386	-70%	-$700K	0.16%	62
2018 Q4	$933K	Buy	+11,965	New	+$998K	0.58%	45

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Security National Bank's VYM Position: Q2 2026 in Review

Security National Bank held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,562 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #145.

Security National Bank first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. The position peaked at $933K in Q4 2018. 446 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Security National Bank held 1,562 shares of Vanguard High Dividend Yield ETF worth $247K as of Q2 2026.
Security National Bank left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.03% of Security National Bank's portfolio in Q2 2026, its #145 holding.
Security National Bank first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
Security National Bank's Vanguard High Dividend Yield ETF position peaked at $933K in Q4 2018.
446 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.